Chad Ferrell, CFP®, CLU®, ChFC®
With over 25 years of experience in the financial services industry, Chad Ferrell offers his clients a unique and personalized approach to managing and protecting their investments. His approach to investing is geared toward individuals, businesses, churches, foundations, and endowments with a minimum account size of $100,000. Chad provides these clients with comprehensive net worth management; retirement, income, and investment planning; charitable giving consultation; and asset allocation guidance.
Using his broad range of experience and education, Chad assists each client in achieving their short and long-term financial goals. He holds a bachelor's degree in Finance, with minors in Accounting and Economics from Oklahoma State University in Stillwater, Oklahoma and has earned the CERTIFIED FINANCIAL PLANNERTM certification and the CHARTERED LIFE UNDERWRITER and CHARTERED FINANCIAL CONSULTANT designations. Prior to forming Ferrell Wealth Management in 2005, Chad previously served in positions at Merrill Lynch and Smith Barney.
Chad is also an avid athlete who enjoys running and weight training. He and his wife, Melissa, have three beautiful children: Abby, Faith & Blaine. The Ferrells are active members of Henderson Hills Baptist Church in Edmond, Oklahoma. Chad is also passionate about Scouting and serves as a leader in a local Boy Scout troop.